3.16.2 Minor Release

The document contains the major new features and changes in the minor 3.16.2 release. It also documents known problems and workarounds, if any

DISCLAIMER

Product Information contained within this document, including technical information and functional specifications, is subject to change without notice. Naviga reserves the right to make any changes to the information in this document at any time without notice. Naviga makes no warranty, representation, or guarantee regarding the suitability of its products and services for any particular purpose.

3.16.2 is a minor release, hence it does not contain any breaking changes, but mostly enhancements, bug fixes and several small new features. The new features supported are related to Complimentary subscriptions and Trial-with-Payment subscriptions

Please note that upgrades to this version are no longer available since the Amazon S3 bucket now requires a minimum of TLS 1.2 security protocol, which is not supported by this version.

Note added on June 20th, 2023.

Please note that in the process of implementation, the sync job has to be updated to 3.16.2.

Also for Trials-with-Payment (ideally for the whole release) Subscribe extracts version 5 is required.

The release notes for the internal stakeholders that include Refactors & Tech Upgrades can be found in Confluence (access required)

Please note that the minor release will include all the 3.16.1.X hotfixes. The hotfixes documentation can be found in the 3.16.1.X hotfixes release notes

New features

3.16.2 minor release has the following new features

Feature
Description

Trial-with-Payment subscriptions

Trial-with-Payment allows end-users to try the subscription for free before they decide whether they are going to purchase it. If users don't want to continue they will be able to cancel anytime before the renewal. Please note that for now only digital subscriptions are supported. Print/hybrid are on the way. Please note that for correct work we recommend applying 3.16.2.1 Hotfix The minimum NCS Circ version is 2020-4.0 (release notes can be found here) Please check our public documentation for more details

Complimentary subscriptions with no end date

The complimentary (free of charge) subscription flow is revamped. More options to define the number of complimentary days are supported as well as the option to create a complimentary subscription with no end date.

The minimum NCS Circ version is Rapid Release 2020.4.1

If you were previously using Comp subscriptions then for correct work please ensure that your existing comp offers include the reason code and delivery method. Naviga implementation can provide you with a SQL script to update existing Comp offers Please check our public documentation for more info about the feature

Upgrades & enhancements

The following enhancements are introduced to the existing features

Feature
Description

Account Management: Address Update page for CircPro clients

CircPro clients now have the newly designed Update Address.

The page only shows the options relevant for CircPro clients e.g. the ability to edit Billing or Delivery Address. While the irrelevant options, like Schedule Move etc are hidden. The page content is managed via CMS. Address update requests from the page are handled via the newly developed endpoint in Address API PUT /Subscription/{subscriptionId}/Address

Account Management: ZipCode Validation Standartisation

ZipCode validation on different pages i.e. Address, Temporary stop Transfer, Activate, Access and VerifyAccount, is now consistent and accepts 4-8 characters

One CSR Portal: fields renamed

Two fields at the Account Information tab in One CSR Portal are renamed:

  • Subscriber Since Subscription start date

  • Subscriber stop dateSubscription end date

Subscription start date displays the date the account was created, i.e. in case of a restart with the same account number the date of the new start is displayed. In case of a restart with a new subscription being created - the date of the latest new start is displayed

The columns in the Offers tab are renamed and made consistent with those at Add account and Start call screen

One CSR Portal: Between filter criterion in Custom Reports

The new filter criterion Between is added to Reports → Custom reports → Predefined reports grid column filters.

This filter is applicable to all the columns displaying numeric values as well as the columns displaying date values

Solicitor Concierge: Marketing Text Search Filter values alphabetically ordered

Marketing Text Search Filter values (available under Inventory → Marketing Text) are alphabetically ordered

Solicitor Concierge: Term field deprecated

The field Term on the Offer Group screen is deprecated since it had no functional use

Solicitor Concierge: Terms&Conditions character limit

Terms & Conditions field (available under Inventory → Terms & Conditions) is now set to have a character limit of 300 characters

Subscription Panel: Password validations inline to Auth0

The User Information component now supports password validation. The newly added CMS properties are: Lowercase

No Two Identical characters in a row

One special character

Security: Automatic Session Killing

To improve security the automatic session killing is added to Subscription Panel.

If the user remains idle for a specific time period defined in the configuration, the time-out warning is triggered and the user is expected to refresh the page within 30 seconds to continue the session. If the user doesn’t act on the warning message, then the entire page reloads and the user is logged out of the session. Within the client configuration, the following properties need to be defined - config.enableIdleTimer, Idle Time setup

Landing: Enhanced User Search & Export

The new 'Show active users' filter is added to the Landing application. This filter check works in accordance with the search criteria specified by the user in the search box, hence only the data that matches the active filter check & search text is displayed. During export, the user is able to choose if they want to export all the data or only the selected rows. More info about the Landing app can be found here.

PurchaseAPI: Zip code check

When a potential subscriber enters a Zip Code while purchasing a print/hybrid offer, the Purchase API now validates the Zip Code in the input model is also available in the Offer Delivery Area in the Solicitor Concierge Offer setup. However, Matrix as an exception doesn’t validate ZipCode from SolCon delivery Areas, the functionality has been made configurable via an MG2Control setting and can be enabled/disabled by clients as required: MG2Control Setting - Purchase.ValidateZipCodeWithinDeliveryArea can be set to 0 to disable this functionality. By default the functionality will validate Zip Code

GetSubscription API: Balance sync

getSubscription call synchronizes the owed balance which is displayed in the Start Call window and the Pay Balance button also reflects under the Account Information tab on the first attempt

BillingAPI: Real-time Status update in Restart endpoint call

During Restart the subscription status is updated to 'L' in real-time, in addition to a previously existing update of the Household Level for entitlement

BillingAPI: Consistent Balance format in all circulation system

The inconsistency of the Positive & Negative balance definitions for different circulation systems is resolved. Starting from this release for Matrix and SaxoCirc circulation systems the Subscriptions/Billing API displays the owed balance as negative in API response while it is stored as a positive value in currentBalance column of Subscription table in the database. So that Matrix, SaxoCirc circ are now aligned with NCS Circ and CircPro.

Get User API: returns AddDate from AuthSystems

The endpoints of Get User API now returns an additional parameter AddDate mapped from all Authorization systems

Get Promotion API: info stored in event logs

When Subscription Panel sends PromotionCode as part of the request to PurchaseAPI (GET /Promotions/{promotionCode}/Code), the Promotion Information is now being stored in the event logs.

The Get Promotion step has been included as part of the Sync step

TempStopAPI: Return Options with filters AvailableAfterDays and AvailableUntilDays

The options returned for real-time tenants by Temporary Stops API are now filtered against the AvailableAfterDays and AvailableUntilDays from the Vaccation_Options table

Payment Methods for Complimentary Subscriptions - Matrix

With Trial & Complimentary Subscriptions redesign, the Payment Methods are enabled while creating Complimentary Offers for Matrix clients to enable a similar behaviour as of traditional Trials (Billed payment method is allowed from the API side)

Braintree SDK Upgrade

Braintree is sunsetting its API on the python platform. Hence, as per Braintree's recommendation, the backend Braintree SDK is updated to version 4.18.1.

Bug fixes

The following bugs are fixed in this release

Feature
Description

The Late Route Delivery event not fired on the Complaint page

GETROUTEDELIVERYDELAYS event is now fired on the Complaint page as expected

MG2Auth Page not allowing the user to sign out without refresh

MG2Auth Page now allows the user to sign out immediately

Typographical corrections of Account Type options

CheckingsAccount was corrected to Checking Account

Incorrect Subscription retrieved for a Subscription with more the one Product one of them being inactive

The correct subscription is returned. To fix this, the purge policy for inactive records has been modified from 15 days to 7 days. Also, the data is now being fetched based on AddDate column to make sure that the latest record is always returned

Alignment of Payment options / Rates on My Profile page

The payment details/rates of a subscription under My Profile → Billing Information are now Left aligned and in line with other details.

Upgrade/Downgrade of subscriptions not allowed with Temporary stop history

Upgrade/Downgrade is now allowed regardless of the Temporary Stops history The minimum Matrix version is 38.00.034.ITSP5

Scheduled stop not picking the selected stop date

For a scheduled stop the application was passing the current date, not the selected date to the API request. The issue was fixed to pass the selected date from the date picker. The minimum Matrix version is 38.00.034.ITSP5

EZPay for Stop Saver, Start Call & Upgrades/Downgrades Offers

The EZPay field now displays the correct selected option as per the offer setup on the following screens:

  1. Subscription Search → Add account & start call → Select Offer

  2. Subscription Search → Start Call → Stop → Stop Saver Smart Offers

  3. Subscription Search → Offers → Upgrades/Downgrades

Chevron visibility for Upgrade/Downgrade offer in One CSR Portal

At Subscription Search → Start Call → Offers → Upgrade Offer, the Chevron aside Offer Id was not displayed hence the user could not see Marketing Text.

This was made consistent to the Downgrade Offer tab on the same screen and the chevron is now displayed in both tabs.

Active Billing Plans Filter

Within the Solicitor Concierge, Reference Tables → Billing Plans screen, the check Show only Active did not filter the displayed data. The issue is fixed and now all the data is filtered

Select & Export Offers Errors

The issue with exporting selected Offer Groups in Solicitor Concierge is fixed. The minimum Matrix version is 38.00.034.ITSP5

Error in adding a new user to the Team

Adding a new Team member to the existing teams in Solicitor Concierge under the Teams → Team Members section was generating an error since release 3.16.0

This is now fixed and new users can be added to the teams.

Attributes data not auto-refreshed after Import

In CMS under Attributes → Options → Import → Select File → Import → Confirm → Ok, there was no further message or screen auto-refresh with the imported data. The success message is added saying 'Successfully Imported Your data' and thescreen is refreshed.

Additionally, the Ok button on the Import pop-up that was earlier disabled is now enabled.

Benefits - Remove Override Success message

When the user tried to Remove Override for a Benefit and save the record, the wrong success message was displayed.

The message is replaced with 'Override successfully removed'.

Benefits - Save operation without changes

When the user accessed any Benefit record via Benefits → Search and tried to save the record without making any changes, a success message was displayed. The success message is replaced with a warning message 'Warning!! You have not changed Benefit for saving'.

Failed retry logic on AppleV2

In the Web-hooks API Retry endpoint, the AppleV1 logic was applied for AppleV2 causing the whole workflow to fail since these versions are not compatible with each other. The logic is now fixed.

Subscription Information in My Profile hidden when no Subscription is linked - fix

When a registered user who doesn’t have any linked subscriptions visits the My Profile section on self-service, the Subscriptions header will not be visible to them. Earlier, this section used to be visible but with no data

Refund Stop Type Issue - Matrix

When a user in SA attempts to initiate Permanent Stop with Refund as a preferred option, they were still being displayed as No Refund. However, in SS there is no option for a subscriber & the request is always submitted as No Refund. The issue was identified as an incorrect mapping for Matrix Stop types and API referring to NCSStopTypeCode. This has been fixed by adding a new setting in MG2Control to control the mapping based on circulation and adding the appropriate reference to the applicable Stop Type in Matrix

Change to Paper Bill /GoPaperless API

The Change to Paper Bill request from SubCon Site used to get submitted successfully however the request was not being sent to the circ system appropriately thus leading to failure in change to the Paper bill in the circulation system. The issue has now been fixed.

The following parameters of GoPaperless API have been modified to handle this:

  1. ReasonCode = eBillOut

  2. EbillEmail = Null

  3. RenewalDelivery = Null

  4. OverrideCode = Null

Last updated